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iShares Lehman MBS Bond Fund shares owned by SWMG

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in iShares Lehman MBS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman MBS Bond Fund held by SWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman MBS Bond Fund by SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 35k 92.39
2024-06-30 $3.0M 33k 91.81
2024-03-31 $3.3M 36k 92.42
2023-12-31 $4.7M 50k 94.08
2023-09-30 $4.5M 51k 88.80
2023-06-30 $5.4M 58k 93.27
2023-03-31 $5.0M 53k 94.73
2022-12-31 $3.9M 42k 92.75
2022-09-30 $2.0M 21k 91.56
2022-03-31 $322k 3.2k 101.74
2021-12-31 $334k 3.1k 107.36
2021-09-30 $242k 2.2k 108.28
2020-12-31 $879k 8.0k 110.07